NOTE: You cannot edit groups for Owners and Admins because they have access to all the groups.
We do this process from the Admin - Users page.
HOW TO FIND THIS PAGE
After you log in to PastorsLine...
Click on your Dashboard (PastorsLine icon, top item in left-hand most column, gold box and #1 in image below) --> Locate the Sitemap section (fuchsia box and #2 in image below) --> Click on Users (turquoise box and #3 in image below).
Your Users page will open.
HOW TO ASSIGN / REMOVE GROUPS
Step 1: Hover at the end of the user whose groups you wish to edit. The 3-dot Action Menu will appear (turquoise box and arrow in image below).
Step 2: Choose Edit User.
Step 3: Scroll down until you see the Groups section.
  | GroupsThis section shows the groups assigned to the person.
To add a group, click on the purple +/- Group (brown box in image to the left).
UNCLASSIFIED Any person who is added to your account and NOT yet assigned to (put in) a group will be added to the Unclassified group.
What does this mean for user access?
Restricted Users: You will need to manually assign them this group if you wish them to have access to it.
This means that...if you add "people management" to a restricted user, their role will change to regular user. Thus, they will be automatically assigned the Unclassified group. Vice versa if you remove "people management" from a regular user.
In general, each time you add/remove 'people management' the group assignments are reset, so you will have to reassign groups to the user(s).
|
 | The Select Groups pop up will appear.
Check the groups you want to assign.
Click the purple Confirm button to complete your action. |
| To delete a group, click on the purple +/- Group (brown box in image to the left). |
| The Select Groups pop up will appear.
Uncheck the groups you want to remove.
 Click the purple Confirm button to complete your action. |